Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Will Burns is a Financial Advisor committed to providing clients a workable strategy in their efforts to pursue the lifestyle and financial future they desire. Will understands that each client is unique and takes the time to get to know his clients. He works closely with their attorneys and CPAs in order to tailor tax efficient investment strategies that align with their overall financial and estate planning goals.
Will was born and raised in Atlanta, GA and moved to Tennessee to attend the University of the South. After graduating, he moved to Nashville to attend Belmont University College of Law where he earned his Juris Doctorate in 2016. While at Belmont Will focused his studies in the areas of family law, estate planning, business and tax law. He is an active member of the Tennessee Bar Association, the Williamson County Bar Association and the Private Director's Association.
Will and his wife Kate have two young children, and enjoy horseback riding and spending time in the outdoors. They are active members of St. George's Church.
*Neither Merrill Lynch nor any of its affiliates or financial advisors provide legal, tax or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
The University of the South
Belmont University College of Law
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We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.